Technology & Communications

Technology & Communications (36)

How FAs Can Adapt to the Virtual Environment

A big challenge among financial advisors during the pandemic has been inadequate technology. So reports U.S. News & World Report.

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CNET Ranks Best Robo-advisors of November

CNET has release its list for the best robo-advisors for the month of November.

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Advisor Group Launches New Cybersecurity Products

The Advisor Group has launched the CyberGuard Program, which leverages the company’s state-of-the-art cybersecurity tools to enable financial professionals to keep their clients' sensitive data secure. So reports Yahoo Finance.

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Regulation BI Creates Huge Implementation Challenge

Implementing compliance with the Best Interest regulation will be a huge challenge for broker-dealers and firms should notify the Securities and Exchange Commission of any inadequacies with adopting the rule, says SEC Commissioner Hester Peirce. So reports Think Advisor.

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Simplicity is Crucial in Website Design

Advisors can improve their marketing by ensuring that their websites are simple and also reflect an understanding of investors’ challenges and pain points. So reports Wealth Management.

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Advisors Success with Social Media Increases

A new study by Putnam has found that the average advisor captured up to an additional $1.4 million in investable assets last year by using social media compared to up to $1 million in 2017. So reports Financial Planning.

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Advisors Can Add Value By Teaching Clients Cyber Security

Advisors can add value by teaching their clients to improve their cyber defenses. So reports Wealth Management.

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Advisor Launches Online Referral Service

Pam Krueger, host of the television investor education show Money Track, has launched Wealthramp, which uses an algorithm to help individuals find financial advisors. So reports Forbes. Read more...

How to Succeed at Online Marketing

Advisors seeking to succeed with online marketing should ensure that their websites are informative and easy to navigate and they should also ensure that their content is client-focused. So reports Seeking Alpha. Read more...

Financial Firms Falling Behind in Digital Marketing

Financial services firms have been complacent in developing digital marketing programs, but fee pressure and increased competition could change that. So reports Forbes. Read more...

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